Synchronize Contacts (E->CRM)
Synchronize Contacts from Exchange to CRM
| Exchange:Contacts | Dynamics:Contacts |
|---|---|
| FirstName, LastName, Email1Address, CompanyName | !find_contact, firstname, lastname, emailaddress1, parentcustomerid |
| FirstName | firstname |
| LastName | lastname |
| MiddleName | middlename |
| Title | salutation |
| JobTitle | jobtitle |
| Department | department |
| BusinessTelephoneNumber | telephone1 |
| HomeTelephoneNumber | telephone2 |
| OtherTelephoneNumber | telephone3 |
| MobileTelephoneNumber | mobilephone |
| BusinessFaxNumber | fax |
| Email1Address | emailaddress1 |
| Email2Address | emailaddress2 |
| Email3Address | emailaddress3 |
| BusinessAddressStreet | !address1_line1, address1_line1, address1_line2, address1_line3 |
| BusinessAddressCity | address1_city |
| BusinessAddressState | address1_stateorprovince |
| BusinessAddressPostalCode | address1_postalcode |
| BusinessAddressCountry | address1_country |
| OtherAddressStreet | !address2_line1, address2_line1, address2_line2, address2_line3 |
| OtherAddressCity | address2_city |
| OtherAddressState | address2_stateorprovince |
| OtherAddressPostalCode | address2_postalcode |
| OtherAddressCountry | address2_country |
| Body | description |
| WebPage | websiteurl |
| AssistantName | assistantname |
| AssistantTelephoneNumber | assistantphone |
| Email1Address, CompanyName, BusinessTelephoneNumber, BusinessFaxNumber, BusinessAddressStreet, BusinessAddressCity, BusinessAddressState, BusinessAddressPostalCode, BusinessAddressCountry, WebPage | !parentcustomerid, websiteurl, emailaddress1, telephone1, fax, address1_country, address1_postalcode, address1_stateorprovince, address1_city, address1_line1, parentcustomerid |
| Birthday | birthdate |
Synchronize Contacts (CRM->E)
Synchronize Contacts from CRM to Exchange
| Dynamics:Contacts | Exchange:Contacts |
|---|---|
| firstname, lastname, emailaddress1, parentcustomeridname | !Find_contact, FirstName, LastName, Email1Address, CompanyName |
| firstname | FirstName |
| lastname | LastName |
| middlename | MiddleName |
| salutation | Title |
| jobtitle | JobTitle |
| department | Department |
| assistantname | AssistantName |
| assistantphone | AssistantTelephoneNumber |
| description | Body |
| websiteurl | WebPage |
| emailaddress1 | Email1Address |
| emailaddress2 | Email2Address |
| emailaddress3 | Email3Address |
| telephone1 | BusinessTelephoneNumber |
| telephone2 | HomeTelephoneNumber |
| telephone3 | OtherTelephoneNumber |
| mobilephone | MobileTelephoneNumber |
| fax | BusinessFaxNumber |
| address1_line1, address1_line2, address1_line3 | BusinessAddressStreet |
| address1_city | BusinessAddressCity |
| address1_stateorprovince | BusinessAddressState |
| address1_postalcode | BusinessAddressPostalCode |
| address1_country | BusinessAddressCountry |
| address2_line1, address2_line2, address2_line3 | OtherAddressStreet |
| address2_city | OtherAddressCity |
| address2_stateorprovince | OtherAddressState |
| address2_postalcode | OtherAddressPostalCode |
| address2_country | OtherAddressCountry |
| parentcustomerid | CompanyName |
| birthdate | Birthday |
| !FileAsMapping, FileAsMapping |
Delete Contacts (CRM->E)
Delete deactivated CRM contacts from Exchange
| Dynamics:Contacts | Exchange:Contacts |
|---|---|
| !Deactivate |
Synchronize Accounts (E->CRM)
Synchronize Accounts from Exchange to CRM
| Exchange:Contacts | Dynamics:Accounts |
|---|---|
| Email1Address, CompanyName | !find_account, name, emailaddress1 |
| CompanyName | name |
| BusinessFaxNumber | fax |
| BusinessAddressStreet | !address1_line1, address1_line1, address1_line2, address1_line3 |
| BusinessAddressCity | address1_city |
| BusinessAddressState | address1_stateorprovince |
| BusinessAddressPostalCode | address1_postalcode |
| BusinessAddressCountry | address1_country |
| Body | description |
| BusinessTelephoneNumber | telephone1 |
| OtherTelephoneNumber | telephone2 |
| Email1Address | emailaddress1 |
| Email2Address | emailaddress2 |
| Email3Address | emailaddress3 |
| OtherAddressStreet | !address2_line1, address2_line1, address2_line2, address2_line3 |
| OtherAddressCity | address2_city |
| OtherAddressState | address2_stateorprovince |
| OtherAddressPostalCode | address2_postalcode |
| OtherAddressCountry | address2_country |
| WebPage | websiteurl |
Synchronize Accounts (CRM->E)
Synchronize Accounts from CRM to Exchange
| Dynamics:Accounts | Exchange:Contacts |
|---|---|
| name | CompanyName |
| fax | BusinessFaxNumber |
| address1_line1, address1_line2, address1_line3 | BusinessAddressStreet |
| address1_city | BusinessAddressCity |
| address1_stateorprovince | BusinessAddressState |
| address1_postalcode | BusinessAddressPostalCode |
| address1_country | BusinessAddressCountry |
| description | Body |
| telephone1 | BusinessTelephoneNumber |
| telephone2 | OtherTelephoneNumber |
| emailaddress1 | Email1Address |
| emailaddress2 | Email2Address |
| emailaddress3 | Email3Address |
| address2_line1, address2_line2, address2_line3 | OtherAddressStreet |
| address2_city | OtherAddressCity |
| address2_stateorprovince | OtherAddressState |
| address2_postalcode | OtherAddressPostalCode |
| address2_country | OtherAddressCountry |
| websiteurl | WebPage |
| !FileAsMapping, FileAsMapping |
Delete Accounts (CRM->E)
Delete deactivated CRM accounts from Exchange
| Dynamics:Accounts | Exchange:Contacts |
|---|---|
| !Deactivate |
Synchronize Leads (E->CRM)
Synchronize Leads from Exchange to CRM
| Exchange:Contacts | Dynamics:Leads |
|---|---|
| FirstName, LastName, Email1Address, CompanyName | !find_lead, firstname, lastname, companyname, emailaddress1 |
| FirstName | firstname |
| LastName | lastname |
| MiddleName | middlename |
| Title | salutation |
| JobTitle | jobtitle |
| CompanyName | companyname |
| BusinessTelephoneNumber | telephone1 |
| HomeTelephoneNumber | telephone2 |
| OtherTelephoneNumber | telephone3 |
| MobileTelephoneNumber | mobilephone |
| BusinessFaxNumber | fax |
| Email1Address | emailaddress1 |
| Email2Address | emailaddress2 |
| Email3Address | emailaddress3 |
| BusinessAddressStreet | !address1_line1, address1_line1, address1_line2, address1_line3 |
| BusinessAddressCity | address1_city |
| BusinessAddressState | address1_stateorprovince |
| BusinessAddressPostalCode | address1_postalcode |
| BusinessAddressCountry | address1_country |
| OtherAddressStreet | !address2_line1, address2_line1, address2_line2, address2_line3 |
| OtherAddressCity | address2_city |
| OtherAddressState | address2_stateorprovince |
| OtherAddressPostalCode | address2_postalcode |
| OtherAddressCountry | address2_country |
| Body | description |
| subject, description |
Synchronize Leads (CRM->E)
Synchronize Leads from CRM to Exchange
| Dynamics:Leads | Exchange:Contacts |
|---|---|
| firstname | FirstName |
| lastname | LastName |
| middlename | MiddleName |
| salutation | Title |
| jobtitle | JobTitle |
| companyname | CompanyName |
| telephone1 | BusinessTelephoneNumber |
| telephone2 | HomeTelephoneNumber |
| telephone3 | OtherTelephoneNumber |
| mobilephone | MobileTelephoneNumber |
| fax | BusinessFaxNumber |
| emailaddress1 | Email1Address |
| emailaddress2 | Email2Address |
| emailaddress3 | Email3Address |
| address1_line1, address1_line2, address1_line3 | BusinessAddressStreet |
| address1_city | BusinessAddressCity |
| address1_stateorprovince | BusinessAddressState |
| address1_postalcode | BusinessAddressPostalCode |
| address1_country | BusinessAddressCountry |
| address2_line1, address2_line2, address2_line3 | OtherAddressStreet |
| address2_city | OtherAddressCity |
| address2_stateorprovince | OtherAddressState |
| address2_postalcode | OtherAddressPostalCode |
| address2_country | OtherAddressCountry |
| description | Body |
| !FileAsMapping, FileAsMapping |
Delete Leads (CRM->E)
Delete closed CRM leads from Exchange
| Dynamics:Leads | Exchange:Contacts |
|---|---|
| !Deactivate |
Synchronize Tasks (E->CRM)
Synchronize Tasks from Exchange to CRM
| Exchange:Tasks | Dynamics:Tasks |
|---|---|
| DueDate, StartDate | !check_time_limit |
| Subject | subject |
| Body | description |
| Status | statuscode, statecode |
| Importance | prioritycode |
| DueDate | !scheduledend, scheduledend |
| StartDate | !scheduledstart, scheduledstart |
Synchronize Tasks (CRM->E)
Synchronize Tasks from CRM to Exchange
| Dynamics:Tasks | Exchange:Tasks |
|---|---|
| subject | Subject |
| description | Body |
| statuscode | Status |
| prioritycode | Importance |
| scheduledend | DueDate |
| scheduledstart | StartDate |
Synchronize Calls (E->CRM)
Synchronize Calls from Exchange to CRM
| Exchange:Appointments | Dynamics:Calls |
|---|---|
| 0x23:BinaryArray | !globalId |
| Start | !check_time_limit |
| Subject, Start, End, 0x23:BinaryArray | !find_calls, subject, scheduledstart, scheduledend |
| Subject | subject |
| Body | description |
| Duration | scheduleddurationminutes |
| Start | scheduledstart |
| End | scheduledend |
| Importance | prioritycode |
| Location | phonenumber |
Synchronize Calls (CRM->E)
Synchronize Calls from CRM to Exchange
| Dynamics:Calls | Exchange:Appointments |
|---|---|
| scheduledstart | !Check_time_limit |
| subject, scheduledstart, scheduledend | !Find_calls, Start, End |
| subject | Subject |
| description | Body |
| scheduleddurationminutes | Duration |
| scheduledstart | Start |
| scheduledend | End |
| prioritycode | Importance |
| phonenumber | Location |
Synchronize Meetings (E->CRM)
Synchronize Meetings from Exchange to CRM
| Exchange:Appointments | Dynamics:Meetings |
|---|---|
| Start | !check_time_limit |
| 0x23:BinaryArray | globalobjectid |
| 0x23:BinaryArray | !globalId |
| Subject, Start, End, 0x23:BinaryArray | !find_meetings, subject, scheduledstart, scheduledend, globalobjectid |
| Subject | subject |
| Body | description |
| Duration | scheduleddurationminutes |
| Start | scheduledstart |
| End | scheduledend |
| Importance | prioritycode |
| Location | location |
| LegacyFreeBusyStatus | statuscode, statecode |
| OptionalAttendees, RequiredAttendees | !attendees, requiredattendees, optionalattendees |
| Organizer | !organizer, organizer |
Synchronize Meetings (CRM->E)
Synchronize Meetings from CRM to Exchange
| Dynamics:Meetings | Exchange:Appointments |
|---|---|
| scheduledstart | !Check_time_limit |
| subject, scheduledstart, scheduledend, globalobjectid | !Find_meetings, Start, End, 0x23:BinaryArray |
| subject | Subject |
| description | Body |
| scheduleddurationminutes | Duration |
| scheduledstart | Start |
| scheduledend | End |
| prioritycode | Importance |
| location | Location |
| statuscode | LegacyFreeBusyStatus |
| requiredattendees, optionalattendees | !Attendees, OptionalAttendees, RequiredAttendees |
Archive Email
Archive Email
| Exchange:Emails | Dynamics:Emails |
|---|---|
| Subject | subject |
| Body | description |
| From | !is_incoming |
| !directioncode, directioncode, statecode, statuscode | |
| !from | |
| !to | |
| !cc | |
| !bcc | |
| DateTimeSent | createdon |
| !attachments | |
| Subject, Body, From, ToRecipients, CcRecipients, BccRecipients | !relate_to_lead_contact_account, subject, description, from, to, cc, bcc |
| !post_action | |
| From | !sender, sender |
Find or Create Account
Try to find an Account by email address or create new
| Exchange:Emails | Dynamics:Accounts |
|---|---|
| From | name, description, emailaddress1 |
Create Case
Create Case from Email data
| Exchange:Emails | Dynamics:Cases |
|---|---|
| Subject | title |
| !ticketnumber, description, prioritycode, statuscode, casetypecode |
Synchronize Cases (CRM->E)
Synchronize Cases from CRM to Exchnage
| Dynamics:Cases | Exchange:Emails.Cases |
|---|---|
| title | Subject |
| From | |
| customerid | Body |
| ticketnumber | CaseNumber |
| casetypecode | CaseType |
| statuscode | CaseStatus |
| prioritycode | CasePriority |
Folders for Cases
Create Archiving Folders for Cases
| Dynamics:Cases | Exchange:Folders |
|---|---|
| title, ticketnumber | DisplayName |
Create Opportunity
Create Opportunity from Email data
| Exchange:Emails | Dynamics:Opportunities |
|---|---|
| Subject | name |
| estimatedvalue, description, closeprobability, estimatedclosedate |
Synchronize Opportunities (CRM->E)
Synchronize Opportunities from CRM to Exchange
| Dynamics:Opportunities | Exchange:Emails.Opportunities |
|---|---|
| name | Subject |
| From | |
| customerid | Body |
| estimatedvalue | Amount |
| customerid | AccountName |
| SalesStage | |
| closeprobability | Probability |
| estimatedclosedate | DateClosed |
Folders for Opportunities
Create Archiving Folders for Opportunities
| Dynamics:Opportunities | Exchange:Folders |
|---|---|
| name | DisplayName |